Chason Lee Mckay

Employer firm

Longview Wealth Management CRD 136214

$1.15B regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2020 → 09/2022
  Bright Event Productions
  Nashville, TN
• 10/2022 → 08/2024
  Aetna
  Nashville, TN
• 08/2024 → Present
  Longview Wealth Management
  Nashville, TN
• 01/2016 → 02/2020
  Full Time Student
  Naschville, TN

Other Businesses

Self-employed musician since 2019. Typically I will play drums with bands after hours or on weekends, devoting less than 20 hours per month to these endeavors. This hobby is not investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-07-17